Fulcrum Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.05M | Hold |
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|
2024
Q3 | $2.05M | Hold |
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|
2024
Q2 | $1.88M | Hold |
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|
2024
Q1 | $1.95M | Hold |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.9M | Hold |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.92M | Hold |
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|
2022
Q4 | $1.85M | Hold |
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|
2022
Q3 | $1.71M | Hold |
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|
2022
Q2 | $1.78M | Hold |
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|
2022
Q1 | $2.15M | Hold |
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|
2021
Q4 | $2.28M | Hold |
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|
2021
Q3 | $2.15M | Hold |
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|
2021
Q2 | $2.18M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.47M | Sell |
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|
2019
Q4 | $7.52M | Sell |
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|
2019
Q3 | $7.22M | Sell |
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|
2019
Q2 | $7.4M | Sell |
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|
2019
Q1 | $7.54M | Sell |
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|
2018
Q4 | $6.53M | Buy |
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|
2018
Q3 | $7.06M | Sell |
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|
2018
Q2 | $6.81M | Sell |
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|
2018
Q1 | $6.7M | Sell |
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|
2017
Q4 | $6.85M | Buy |
|